AUMdb

Childrens Healthcare Of Atlanta Growth Plan

Sponsored by Childrens Healthcare Of Atlanta Inc · EIN 582367819 · Plan #005

Total assets
$391M
Net assets
$391M
Active participants
14,498
With balances
14,887

Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Fid Inv Inst Ops Co Recordkeeping, Participant loan processing, Recordkeeping fees $544,814
Strategic Advisors, Inc. Investment advisory (plan), Investment management fees (direct) $207,967